Meta Platforms (NASDAQ:META) is dominating headlines because Q1 looked like a blowout, with EPS of $10.44 versus $6.66 expected and revenue of $56.31 billion growing 33.1% year over year. The composition of that beat is what actually matters. That stunning beat was substantially manufactured by a one-time gift. An $8.03 billion income tax benefit tied ... Meta Is Burning Cash With Nothing to Show for It. Buy This Stock Instead

jetcityimage/iStock Editorial via Getty Images Ollie's Bargain Outlet Holdings, Inc. ( OLLI ) flashes “Good Stuff Cheap” across its storefronts. It may want to consider adding “Good Stock Cheap” to that mix. At current trading prices, I am seeing value in OLLI stock and believe it is worth a second look from investors seeking positioning away from more saturated sectors of the market. In my last coverage on OLLI, I rated shares as a ‘hold’ and pointed to its 29x trading multiple as one factor that warranted staying on the sidelines. Since that piece, shares have declined over 30%. The broader S&P 500 ( SPY ), meanwhile, has risen about 25% in the same period. Seeking Alpha - OLLI's Stock Performance Since Last Author Update Today, shares trade at just 16.6x its forward earnings . That’s about 40% below its five-year average and also below nearby peer Five Below ( FIVE ), a name that is currently flying high at its 52-week highs and sitting on a 25x+ trading multiple. Seeking Alpha - OLLI Share Price Performance Compared To FIVE I view the outlook for OLLI as positive and believe investors could see upside ahead to the tune of at least a 20x multiple to earnings. At current pricing, that would imply an estimated value of about $90/share, or over 20% above current levels. What Is The Outlook For OLLI Stock? In my view, OLLI put out a very clear message regarding its growth potential for the next several years in its Q4 commentary. In his earnings commentary , CEO Eric van der Valk pointed to 10% unit growth, 2% comps, 40.5% gross margins, and mid-teens EPS growth, all while stepping up share repurchase, as positive marks on OLLI’s forward outlook that could be maintained ahead. I believe that’s a very positive outlook for a stock trading at just ~16.6x forward earnings compared to its historical average in the mid-20x range. Seeking Alpha - OLLI Stock Valuation Metrics In terms of the drivers, store growth remains the primary engine. After opening a record 86 stores l...

推荐：4月社融信贷双双不及预期，人民币贷款罕见收缩；A股“股王”源杰科技副总被刑拘 早上好，今天是5月15日星期五。过去24小时，哪些财经新闻对普通人影响更大，未来又有什么焦点事件被市场密切关注，早知道栏目从新闻汇总到快速解读，为你一网打尽。 24小时热点 5月14日， 习近平会见特朗普 ， 将构建“中美建设性战略稳定关系”作为中美关系新定位 。他指出，中美经贸关系的本质是互利共赢。他强调，维护台海和平稳定是中美双方最大公约数。会谈期间， 习近平会见随同特朗普访华的美国企业家 ， 他表示， 中方欢迎美国对华加强互利合作 。 商务部发言人何咏前14日在例行发布会上表示，当地时间5月13日，国务院副总理何立峰与美国财政部长贝森特在韩国举行经贸磋商。双方以两国元首重要共识为指引，就解决彼此关注的经贸问题和进一步拓展务实合作进行了坦诚、深入、建设性交流。下一步， 中方愿同美方一道，本着平等、尊重、互惠的原则，不断拉长合作清单，压缩问题清单，推动中美经贸关系健康、稳定、可持续发展 。 央行公布2026年4月金融数据： 人民币贷款减少100亿元，较上年同期少增约2900亿元；社会融资规模增量6207亿元，比上年同期少增约5392亿元，均远低于市场预期，尤其是人民币贷款罕见减少 。如何评价这种变化？

Key Points10 American companies are worth $1 trillion or more (so far), but only three are in the ultra-exclusive $4 trillion club.

In this article CBRS CBRS Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:09 03:09 Cerebras has a perfectly-timed IPO, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer cautioned investors against chasing shares of Cerebras Systems after its explosive market debut Thursday. "While there might be a situation in the future where I can recommend Cerebras, I just can't even come close to justifying the valuation up here given how much it's already run right out of the gate," the " Mad Money " host said. "For now, I say keep your bat on your shoulder and hope the stock gives you a giant pullback. Because at these levels, it's too rich for me." Cerebras debuted Thursday in the largest IPO of the year. The AI chipmaker priced shares at $185 Wednesday , above its already raised range of $150 to $160, before opening at $350 Thursday . Shares ended the day at $311, putting its market capitalization at roughly $95 billion. At its peak, the stock touched $386 on Thursday. The excitement is not entirely unfounded, according to Cramer. Founded in 2015, Cerebras built what it calls "the largest commercial chip in the history of the computer industry." The processor is made from an entire silicon wafer and designed specifically for artificial intelligence workloads. In its IPO prospectus, Cerebras said its processors can be "up to 15 times faster than leading GPU-based solutions" for certain workloads and "more than 10 times faster" in some AI training applications. Cramer also pointed to Cerebras' several high-profile partnerships that could help drive future growth. Earlier this year, the company announced a $20 billion multiyear agreement with OpenAI to provide 750 megawatts of computing capacity, while Amazon Web Services recently agreed to deploy Cerebras chips alongside its own Trainium processors. Amazon and OpenAI both have warrents to purchase Cerebras stock. Revenue growth has also been strong, Cramer noted. Cerebras generated $510 million in r...

格隆汇5月15日｜美联储威廉姆斯称，货币政策处于良好状态。现在没有看到加息或降息的理由。

Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are SoFI Investment strategy head Liz Thomas, Dow Chair & CEO Jim Fitterling, Meredith Whitney Advisory Group CEO Meredith Whitney, VF Corporation CEO Bracken Darrell, Morgan Stanley’s Michelle Weaver, UC San Diego’s Caroline Freund, Bain Capital Partner Angelo Rufino, Invesco President & CEO Andrew Schlossberg, Once Upon A Farm Co-Founder & CEO John Foraker (Source: Bloomberg)

Boeing shares drop 4% after Trump announces China orders just 200 jets Reuters

Baloncici/iStock Editorial via Getty Images Thesis At first glance, GT may look like a buying opportunity at these prices, but I do not want to buy it yet. The Goodyear Tire & Rubber Company ( GT ) is trading at/near its 52-week low. The consensus price target for GT is currently greater than the current market price. Since the previous Q1 earnings report, there does not seem to be anything new which has caused investors (and me) to change their views. Cost-cutting, asset sales, a higher premium product line, and potentially a margin expansion. Not a lot of excitement here. Honestly, I am very hesitant to invest in a turnaround simply due to the fact that the stock price has fallen. I will invest in a turnaround as long as I see evidence of a company with a changing trajectory. In the case of Goodyear, I continue to see numerous areas of concern relative to operational leverage, financial leverage, and the recent quarterly earnings reports, which have shown both some positives and negatives. Therefore, I remain neutral (Hold). If you were holding this security in your portfolio following this severe decline, I would suggest not selling it now; however, the final determination to hold or sell should depend upon the investor's goals/objectives and time horizon. Agar Capital, Bloomberg Terminal Q1 2026 Goodyear’s first quarter 2026 revenue totaled $3.881 billion, down 8.7% year over year. For Q1 2026, tire units declined 11.6% year over year, from 38.5 million to 34.0 million. The company reported segment operating income of $95 million, down $100 million from $195 million in the first quarter of 2025. Company Presentation Also, the segment operating income (SOI) margin was 2.4 percent, as opposed to 4.6 percent in the first quarter of last year. Earnings per share (EPS) before taxes adjusted to $(0.39) during the current reporting period compared to ($0.04) for the prior comparable year. While a somewhat mixed bag, the report was certainly not disastrous; however, the...

Growth investing has been the top investing style for a few years now, and with the massive artificial intelligence build-out going on, I have no reason to believe that will change. If you're a growth investor looking for places to invest capital, I've got three opportunities that make a ton of sense. Nvidia (NASDAQ: NVDA) , Meta Platforms (NASDAQ: META) , and Amazon (NASDAQ: AMZN) all look compelling, and I think right now is the perfect time to scoop up shares before they head higher over the rest of 2026 and beyond. Image source: Getty Images. Continue reading

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

Earnings Call Insights: Laird Superfood (LSF) Q1 2026 Management view Jason Vieth (President, CEO & Director) framed Q1 as a turning point, saying, "The first quarter of 2026 marked a transformative milestone for Laird Superfood." He highlighted two acquisitions: "On March 12, we completed the acquisition of Navitas Organics" and "Just weeks after quarter end on April 21, we closed the acquisition of Terrasoul Superfoods." Jason Vieth (President, CEO & Director) detailed the financing and control implications: "The initial $50 million Series A preferred stock issuance in March funded the Navitas acquisition and the subsequent $60 million issuance in April funded the Terrasoul acquisition." He added, "Following these transactions, Nexus now holds approximately 73.8% of our common stock on a fully diluted as-converted basis, and we are operating as a controlled company under NYSE American rules." Jason Vieth (President, CEO & Director) emphasized integration progress and targeted savings: "We are already executing our integration playbook across the 3 businesses," and regarding Navitas, "we are attaining the expected synergies across the combined organization." He said the team is focused on "delivering the COGS, distribution and brokerage savings that we had planned for the second half of this year and beyond." Jason Vieth (President, CEO & Director) pointed to Q1 growth and near-term margin headwinds: "our Q1 company growth was 20% versus last year, driven by the wholesale channel in our Amazon platform and including more than 2 weeks of Navitas Organics post acquisition." He also said, "we had some margin pressure in Q1 related to inventory that was costed at higher commodity prices and with tariffs," adding, "we expect that to mitigate as we move forward through the balance of the year since the commodity prices have already come down and tariffs are now removed from our products." Jason Vieth (President, CEO & Director) announced marketing leadership changes and ...

Earnings Call Insights: Newsmax Inc. (NMAX) Q1 2026 Management View "Newsmax delivered a strong start to 2026," said Christopher Ruddy (CEO & Director), adding, "We reported Revenue of $51.7 million, up 14% year-over-year, and Broadcast Revenue of $43.7 million, up over 20%." Ruddy highlighted audience and engagement trends: "We delivered broad first quarter audience reach with 30.4 million total viewers and 13.3 million adults 35 to 64," and said Newsmax ranked "as the fourth highest rated cable news channel" while "ranking #2 in cable news by a wide margin" for adults 35 to 64. He also pointed to post-Q4 momentum: "we are encouraged by the 29% sequential increase in total viewership during the quarter versus Q4 2025 and by the continued momentum we saw in April." Ruddy emphasized platform diversification and product investment: "We are not dependent on any single channel," and said Newsmax is "continu[ing] to integrate cable, FAST, subscription streaming, digital and social." He added, "Newsmax2, our free streaming platform, delivered sequential news hours growth of more than 22%," and said Newsmax Plus premium content expansion included military history channels where "available titles increased more than 200%." Ruddy described international expansion as a near-term activity area: "we expanded our licensing agreement with Telecom Serbia," "saw Newsmax Poland go live," and said, "We are expecting to have more announcements over the coming quarters." Darryle Burnham (Chief Financial Officer) said growth quality was tied to mix and investment discipline: "we delivered a strong start to 2026 with solid revenue growth and continued expansion across our multi-platform expansion," while "maintaining a disciplined approach to investment" and continuing to allocate capital toward "programming, production and OTT initiatives." Outlook Ruddy said, "we are reiterating our full 2026 revenue guidance of $212 million to $216 million," and added, "We continue to expect that grow...

Earnings Call Insights: Sangamo Therapeutics (SGMO) Q1 2026 Management View "In the short time since our fourth quarter earnings call, we have continued to advance the rolling submission of the BLA for ST-920 in Fabry disease and made progress across our differentiated neurology pipeline," said (CEO, President & Director Alexander Macrae). "This quarter, Sangamo's common stock transitioned to trading on the OTCQB Venture Market following the receipt of a delisting determination from NASDAQ Capital Markets due to noncompliance with NASDAQ's minimum bid requirements," said (CEO, President & Director Macrae). "We intend to appeal the determination at a hearing before NASDAQ in June." "We remain focused on pursuing a number of opportunities to raise additional capital, including evaluating all strategic options to maximize the value of Sangamo's assets," said (CEO, President & Director Macrae). "Throughout this process, we have been and continue to be supported by a global investment bank." "We anticipate completing the BLA submission as early as this summer, subject to our ability to secure adequate additional funding," said (Senior VP & Chief Development Officer Nathalie Dubois-Stringfellow), adding that "the rolling submission of a BLA to the U.S. FDA seeking approval of ST-920 under an accelerated approval pathway is in progress with the first 2 modules submitted." No prepared remarks from (Interim Chief Financial Officer Nikunj Jain) were included in this transcript. Outlook "We anticipate completing the BLA submission as early as this summer, subject to our ability to secure adequate additional funding," said (Senior VP & Chief Development Officer Dubois-Stringfellow). "As a reminder, ST-920 has a clear pathway to accelerated approval agreed with the FDA using mean annualized eGFR slope at 52 weeks across all 32 dosed patients in the study," said (Senior VP & Chief Development Officer Dubois-Stringfellow). "The FDA also affirmed to us in a very recent interaction ...

SOFI260522C00008000 互動股市圖表 | SOFI May 2026 8.000 call 股市 Yahoo 財經

美国纽约联储主席（享有FOMC永久投票权、号称“美联储三把手”）威廉姆斯：当前既没理由加息，也没理由降息。 FOMC货币政策具有温和的限制性。 货币政策状态良好。

Observability startup Raindrop AI ’s new open source, MIT Licensed " Workshop " tool, launched today, gives developers something that they've likely wanted, perhaps subconsciously, since the agentic AI era kicked off in earnest last year: a local debugger and evaluation tool specifically designed for AI agents, allowing devs to see all the traces of what their agent has been doing in a single, lightweight Structured Query Language (SQL) database file (.db) It functions as a local daemon and UI that streams every token, tool call, and decision to a local dashboard—typically hosted at localhost:5899 —the moment it occurs. By visiting their localhost, developers can then see everything their agent was up to — including mistakes or errors — and identify what went wrong, when, and ideally, discern why. It's all stored in a single .db file, which takes up relatively little memory, according to a X direct message VentureBeat received from Ben Hylak, Raindrop's co-founder and CTO (and a former Apple and SpaceX engineer). This real-time telemetry eliminates the latency of traditional polling and addresses a growing developer concern regarding the privacy of sending local traces to external servers. The tool is available for macOS, Linux, and Windows. It can be installed through a one-line shell command that automates binary placement and PATH configuration for bash, zsh, and fish shells. For developers who prefer to build from source, the repository is hosted on GitHub and utilizes the Bun runtime. The product: establishing a self-healing eval loop The platform’s standout feature is the "self-healing eval loop," which allows coding agents like Claude Code to read traces, write evals against the codebase, and fix broken code autonomously. In a practical application, if a veterinary assistant agent fails to ask necessary follow-up questions, Workshop captures the full trajectory. Claude Code then reads this trace, writes a specific eval, identifies the logic error in the promp...

Researchers say risk comes from ‘other factors, including genetic predisposition to mental health conditions’ Taking antidepressants during pregnancy does not increase the risk of children going on to develop autism or attention deficit hyperactivity disorder (ADHD), according to an analysis of more than half a million pregnancies. The study , conducted by researchers at the University of Hong Kong and published in the Lancet Psychiatry, analysed data from 37 existing studies that included 600,000 pregnant women who had taken antidepressants, and 25 million women who had no antidepressant use during their pregnancies. Continue reading...

伊朗外長阿拉格齊出席金磚國家外長會議期間，促請金磚國家對抗美國及以色列的霸權侵略。革命衛隊就稱近日逾30艘商船，包括懸掛中國國旗的船隻，獲准通過霍爾木茲海峽。印度當局證實一艘商船遇襲，所有船員獲救。 美軍中央司令部周四公開圖片，顯示海軍陸戰隊員在兩棲攻擊艦的黎波里號進行例行訓練，目前美軍派出廿多艘軍艦，執行封鎖伊朗港口任務。 中央司令部司令庫珀同日出席參議院軍事委員會聽證會，他宣稱在美軍早前打擊下，伊朗海軍、導彈及無人機的國防工業設施已被大幅削弱九成，估計伊朗海軍在五至十年內，無法重建相關設施。庫珀又稱伊朗無人機數量僅剩一成，考慮到美軍先進導彈庫存及成本問題，美軍將改用成本較低的彈藥去對付伊朗廉價無人機。 伊朗外長阿拉格齊在印度首都新德里出席金磚國家外長會議期間，促請金磚國家對抗美國及以色列的霸權侵略，又稱與伊朗人民為敵是愚蠢。阿拉格齊又指，船隻無法通過霍爾木茲海峽完全是美國非法封鎖所致，他強調商船只要配合德黑蘭的政策，就可以通過海峽。 伊斯蘭革命衛隊指自周三有逾30艘貨船，包括懸掛中國國旗的船隻獲准通過海峽。伊朗傳媒引述消息人士指，應中國外長及駐伊朗大使要求，德黑蘭當局考慮到伊中兩國戰略夥伴關係，同意為部分中國船隻通過提供便利。 以色列防長卡茨就稱，可能很快對伊朗恢復採取軍事行動。他指以軍任務還未結束，必須完成戰役目標，以確保伊朗在未來幾代不再威脅以色列及美軍。

Company reports net income per share of $0.71 in fiscal 2026 Company reports net income per share of $0.71 in fiscal 2026

La Société déclare un résultat net par action de 0,71 $ pour l’exercice 2026 La Société déclare un résultat net par action de 0,71 $ pour l’exercice 2026

Two top performing space stocks have been on blistering rallies that risk soon burning short sellers betting against the highfliers, according to data provider S3 Partners. Shares of Intuitive Machines, Inc . and Rocket Lab Corp. have surged 123% and 131%, respectively, since March 30. The rapid gains have set both of them up for short squeezes, a phenomenon where sellers may be forced to buy the stock back to cover their losing positions. The covering will drive share price even higher, putting more pressure on the cohort. The underlying reasons for the short squeezes are slightly different, Leon Gross , director of research at S3 Partners, said in a message Thursday. “One is structural (the crowded) and one is momentum (how much the shorts lost recently),” Gross wrote. Intuitive Machines stock gains were boosted by a surge driven from a US Space Force contract and $1 billion revenue outlook. Now, the stock boasts more than 18% short interest as a percentage of float, a measure of how many available shares traders have borrowed to bet against it, according to S3 Partners in a note May 14. That’s highly elevated, and alongside the stock’s recent rally, has made the short trade crowded. Paper losses for traders betting Intuitive Machines shares will fall are more than $550 million for the year, S3 data show. Rocket Lab’s squeeze setup is driven more by momentum after a more than 60% rally in a week, after the company reported first-quarter revenue that beat analyst estimates, and said they seen strong demand for rocket launches and space-related services. The quick pace of the stock’s move could push existing shorts to cover even though short interest as a percentage of float is relatively low at 5.5%, per S3 data. Short sellers in the name have accumulated paper losses of about $1.9 billion so far this year. READ MORE: Rocket Lab Rises on Strong Sales, With Neutron on Track 2026 “Short covering has not yet materialized; the setup exists, but the squeeze has not,” Gr...